Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,808 | $102,422+59.0% | $147,117+10.7% | $80,959+101.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.95% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $12,018 | $3,717+223.3% | $4,932+143.6% | $2,757+335.9% |
| Participant deferral / active EE | $13,334 | $6,652+100.5% | $8,065+65.3% | $4,300+210.1% |
| Admin fee / account holder | $2,000 | $7,953-74.9% | $12,993-84.6% | $6,925-71.1% |